Lead the State Auto Finance organization for Liberty Mutual's Global Retail Markets (GRM) US business.

Lead the accounting organization for Liberty Mutual's Global Retail Markets business unit ($28B in revenue).

Liberty Mutual Investments (Investment Finance, Accounting and Reporting)Utilized a broad knowledge of GAAP & STAT accounting principles to develop operational processes to ensure financial accuracy and control adherence for the Group’s diversified $80B global invested asset base.Accomplishments:---Designed and led a reorganization of people and processes to improve operational efficiency, timeliness and accuracy by capitalizing on synergies of homogeneous tasks and creating scale. Realized 60% gains in efficiency.---Managed net investment income planning process for Liberty Life Company ($10.5B in assets under management and $550M in annual net investment income), resulting in actual to plan deviations of less than 1%.--- Developed processes to identify and mitigate risks in investment tax accounting process including K-1 reporting and ASC 740 compliance.--- Advanced the implementation of new investment income planning model and general ledger systems to amplify analytical capabilities of the investment finance and accounting teams.

Liberty Mutual Asset Management Inc. (Investment Finance, Accounting and Reporting)

Liberty Mutual Asset Management Inc. (Investment Finance, Accounting and Reporting)

Commercial Markets - Accounting Policy and ControlsLed a team of accounting professionals to oversee the proper application of accounting policy for complex, non-standard business transactions. Developed and implemented critical accounting policies and controls for the 10,000 employee, $6.8B revenue organization.Accomplishments--- Partnered with functional leaders across the organization to identify risks and workflow inefficiencies. Recommended and designed solutions to improve processes and controls.--- Developed and implemented accounting policies for complex processes related to retroactive reinsurance, corporate divestitures, incentive compensation, and revenue recognition.--- Managed external audit partners to ensure objectives achieved and efficiencies gained while minimizing impact on ongoing operations. Ensured appropriate and cost effective audit procedures were applied and deadlines were adhered to resulting in favorable budget outcomes.

Managed a team of investment compliance professionals to ensure compliance with internal and external regulatory requirements for over 50 investment portfolios, with more than $50 billion in assets under management.Accomplishments:--- Revamped SOX documentation and testing strategy leading to a $1 million reduction in outsourced consulting fees and a decrease in independent audit budgeted time. --- Implemented process improvements to ensure compliance with Enterprise Risk Management and Compliance initiatives such as the Office of Foreign Assets Control (OFAC) and Anti-Money Laundering (AML).--- Collaborated with Custodians to ensure the Company’s Securities Lending Program was sufficiently collateralized while maximizing potential lending income.

Commercial InsuranceResponsible for the development and sustainability of the business unit’s SOX program. Accomplishments:--- Instituted a top-down, risk-based methodology to process documentation resulting in a 60% reduction of key control redundancies and a 20% reduction in external auditor budget hours.--- Planned and conducted walk-throughs at various operational levels to bring consistency to processes across business unit and prepare functional teams for external audit.--- Reported on SOX progress and provided best practice suggestions to Corporate Project Management Office.

Denver and Hartford offices - Asset Management, Banking, Insurance, Technology and Manufacturing industriesPlanned, executed, and reviewed audit procedures for global public clients in accordance with the standards of the Public Company Accounting Oversight Board (PCAOB). Provided reasonable assurance about whether financial statements are free of material misstatement. Assessed the effectiveness of internal control based on the criteria established by the Committee of Sponsoring Organizations (COSO).Accomplishments Led roundtable discussions between client’s executive leadership, internal audit department and external auditors to improve the effectiveness of internal control and the financial statement testing strategy. Reviewed Securities and Exchange Commission (SEC) 10-Qs, 10-Ks and S-4s filings to ensure regulatory compliance. Provided recommendations to enhance client’s accounting, reporting, business processes and internal controls.

Hartford Office - Venture Capital, Banking, Insurance, Manufacturing, Construction, Retail industries.Executed audit procedures in accordance with Generally Accepted Auditing Standards (GAAS) for public/private clients for compliance with Generally Accepted Accounting Principles (GAAP).Accomplishments Developed testing plans and analytical procedures to identify potential financial statement misstatements. Partnered with client at all levels to assess internal controls, major process risks, and identify areas for improvement.